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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,815 | $154,228-69.0% | $145,433-67.1% | $137,256-65.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.70% | 74.59%-59.9pp | 66.58%-51.9pp | 220.34%-205.6pp |
| Employer contribution / active EE | $1,381 | $4,804-71.3% | $4,554-69.7% | $4,156-66.8% |
| Participant deferral / active EE | $774 | $8,216-90.6% | $7,897-90.2% | $6,407-87.9% |
| Admin fee / account holder | $527 | $14,344-96.3% | $13,129-96.0% | $12,270-95.7% |